Transition to Retirement Pension

Did you know that by using a Transition to Retirement Pension, you could be able to save more for your retirement - without reducing your current income? Why not set up a time to meet with us so we can explore your retirement planning options. Request a complimentary appointment here.

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Important information

1 Preservation age is 55 for those born before 1 July 1960 and will gradually increase to 60 depending on your date of birth. To find out your preservation age, go to

2 Note that, from 1 July 2012, the effective contributions tax has been doubled from 15% to 30% for certain concessional contributions for those above the $300,000 high income threshold.

3 Includes a Medicare levy and Temporary Budget Repair Levy.

4 Assumes the income stream is commenced from a taxed super fund.

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